Initial setup
- Request the event ID from your ExpoCad contact. Note that this ID is case-sensitive
- In the App Builder, visit Expo > Exhibitors
- Expand the Import card if needed, then click Add Import Source
- Step 1: Setup
- Give this source a name, e.g. ExpoCad
- Choose ExpoCad from the dropdown
- Click Next
- Step 2: Data
- Enter the event ID you received from ExpoCad
- Next
- Step 3: Field mapping
- Here, you will specify which ExpoCad fields should be brought into the app
- Review this article for more details on field mapping and see below for additional details on available data
- Next
- Step 4: Results
- If necessary, review any import errors
- You can now click out of the window to close
Incremental Imports after Setup
- Return to the Conference App Builder, log in, and access your project
- You have three different import options:
- Import all at once
Select the Home menu > Import All Data - Import one data set (i.e. just exhibitors)
To import all sources for a given table individually, visit that page of the Conference App Builder (e.g. Expo > Exhibitors) and choose Import All [Exhibitors] - Import one source only
To import just one single source, visit that page of the Conference App Builder (e.g. Expo > Exhibitors), expand the import card if necessary, and select the Import button beside a single data source
Note: If you manually import individual sources, ensure to import all related sources or you may be seeing orphan errors.
- Import all at once
- If there are errors in your data, review this article: Common Conference App Builder Import Data Errors and Import Exclusion Reasons
- Select the Publish Menu on the top left and Publish Proof Data
- After reviewing your data update in the proof version, you may publish to live by selecting Publish Live Data
Available fields
The following fields are available to import:
- Required fields
- ID
- Name
- Type (comes from "company types" in ExpoCad. Default is "Exhibitor;" other values might be "Featured Exhibitor," "Silver Sponsor," etc)
- Optional fields
- Description
- Logo
- Website
- Country
- Booths
- Custom fields "field1" through "field9"